- Connect both Twitter and Salesforce by authenticating them on Automate.io platform.
- Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
- Select an “action” event from Twitter which will run every time the trigger event occurs.
- Map the data fields between Salesforce and Twitter using the drag-drop interface.
How to login to Salesforce from Twitter?
Click “Sign in with Twitter” under “News” tab. Enter your Twitter credentials -> Check “Remember Me” to prevent logging in every time -> Click “Authorize App”. You will be asked to log in to Salesforce again. Note: If your org is using a custom domain then click on “Use Custom Domain” link to enter your domain then login to Salesforce.
How do I find out who I follow on Twitter?
Klout and tweepi are great tools to aid this discovery. As the amount of people you follow grows, you’ll need to use a Twitter client (such as TweetDeck) to organise everyone into lists for easier tracking and searching. Make sure you save your searches so you can see live tweets relating to your search terms at any time.
How can I find out more about a company on Twitter?
For example, even if your sales contact is the Head of Networking you can find out a huge amount about their company from a Head of Product or even a junior engineer’s tweets. You can also use Twitter to get a clear picture of what their customers and competitors are saying about them, by using a tool such as Social Mention.
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How does Salesforce integrate with twitter?
To create and deploy an integration that uses the Twitter and Salesforce connections you created, the main steps are:1, “Choose the start connection”2, “Choose the finish connection”3, “Add a basic filter step”4, “Add a data mapping step”5, “Give the integration a name and deploy it”
How do I add Twitter to Salesforce lightning?
In this blog, I am gonna show you how to show twitter feed on your salesforce contact record page.Create a field on Contact object. ... Create a new visualforce page. ... Create a new lightning component and name it "TwitterFeedComponent". ... The coding part is done, and all we need to use this component on contact record page.
How do I link accounts in Salesforce?
Merge duplicate accounts in Salesforce classicStep 1: Go to the Accounts tab and click Merge Accounts in the Tools section. ... Step 2: First enter a search string to find potential duplicate accounts. ... Step 3: Select up to three accounts you want to merge.More items...•
How do I link an account and contact in Salesforce?
Linking accounts to contacts for Salesforce integrationNavigate to Audience. ... Select Link by mapping.Select the SFDC Account ID as the fields you want to use to automatically link contact and account records by. ... Select the Perform a case-sensitive match check box since Salesforce uses case-sensitive matches.More items...
How do I link social media to Salesforce?
Steps for Social Media Salesforce IntegrationFrom the Setup menu, enter Social Accounts you wish to add in the Quick Find box, then choose Social Accounts and Contacts Settings option given there.After that choose the Enable Social Accounts and Contacts option.More items...•
How do I create a social account in Salesforce?
Set Up Social Accounts, Contacts, and LeadsFrom Setup, enter Social Accounts in the Quick Find box, then select Social Accounts and Contacts Settings.Select Enable Social Accounts and Contacts.Select the social networks that users in your organization can access. ... Click Save.More items...
How do I link an email in Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
How do I connect Gmail to Salesforce?
To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. ... From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. ... Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
How do I sync my Salesforce email?
You will need to connect your email account on the connections tab, and connect to Salesforce when prompted in the Sync pane. Next, use the Email tab at the top right to set up syncing. Select the email account where the emails to sync are located and choose the syncing options you desire.
What is ACR in Salesforce?
The technical stuff: 'Account Contact Relationships' is a junction object which enables that many-to-many relationship. They work in a similar way to Opportunity Contact Roles, bridging that gap between two unrelated records.
How do I fetch all accounts in Salesforce?
List Type - Select "SFDC View" and click "Select View." Select the appropriate Account View from the drop-down list. Engagio will make a query immediately to SFDC to get a list of all account views.
Where is related contacts in Salesforce?
Under setup, go into the Account Page Layouts (in Classic, look under Build | Customize | Accounts | Page Layouts; in Lightning, look under the Object Manager | Account | Page Layouts) and select the layout you wish to modify. Then add in the Related List called “Related Contacts” to your page layout.
Enable Social Accounts and Contacts
Activating Social Accounts and Contacts and linking social profiles to Salesforce records is a cinch. Just log in to your Salesforce org as an admin -> Go to setup -> type “Social” in Quick Find Box -> Click “Social Account and Contacts Settings”.
Linking Twitter Profiles in Salesforce Lightning
We have a contact created already. We need to link this record to its Twitter profile. Click “Sign in with Twitter” under “News” tab.
Linking Twitter Profiles in Salesforce Classic
Once on Contact record page, click the “Twitter Icon” below contact name. (Signing in to Twitter process is the same as per Lightning UI. )
Create your own Integration
Connect Salesforce and Twitter the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Salesforce and Twitter with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
About Twitter
Twitter is the social network that shows what's happening around the world in real time. Share your ideas in Tweets, follow hashtags to keep up with trends, and join in the global conversation.
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Step 1 – Create a Visualforce Page that Shows the Twitter Feed
Since the page contains no code, you can create and edit the Visualforce page right in your production org. There is no need for a sandbox. The steps are:
Step 4 – Authentication Configuration
In the lower half of the My Domain page called “Authentication Configuration”, select Edit.
Summary
That’s it! You have set up a Twitter feed on the login page in less than 30 minutes and created a reusable component that can be used throughout your Salesforce org.
How to find your target audience on Twitter?
When it comes to Twitter, it’s all about who you follow and who follows you. With more than 300 million people to choose from, it will take a bit of effort to find your target audience. Start by identifying and searching for keywords and hashtags your potential buyers might use.
What is the best thing about Twitter?
The best thing about Twitter is that it’s easy to spark up conversations with your target audience. But to avoid coming off like a spammer it’s crucial you start by showing you’re listening. A tweet can often be an invitation for help, but it’s never a request for hard sell.
Does Twitter guarantee sales?
However, just having a presence on Twitter doesn’t guarantee you sales.
Is Twitter a B2B network?
Most of us already know the importance of LinkedIn for sales prospecting, but Twitter is still unchartered territory for many B2B salespeople. While it’s not primarily a professional network, there are over 300 million active users on Twitter. That translates to a whole load of potential contacts, insights and sales cues – you just have ...
Can Twitter be used as a CRM?
So , make sure you use all of the insight you gain on Twitter to add insight to your CRM data. Use a Social CRM tool, such as Salesforce Sales Cloud, to create social profiles that combine all you know about their interactions with your company with their social activity to get a more rounded view of your prospects.
